iRecorder Reference Guide for eTrust SiteMinder › How to Install and Configure the iRecorder › Add and Manage Policies › Add the Default Policy for eTrust SiteMinder to the Policy Manager

Add the Default Policy for eTrust SiteMinder to the Policy Manager

To create a policy for the eTrust SiteMinder iRecorder, you must add the default policy template for eTrust SiteMinder to the Policy Manager.

Note: If you do not have an eTrust SiteMinder Policy, you must import the policy template for eTrust SiteMinder to the Policy Manager.

To add the default template, follow these steps:

1. On the eTrust Audit Policy Manager server, open the following file:

   [eTrust Auditinstall]\bin\pmu_template_exchange.exe.
   

   where [eTrust Auditinstall] is the directory where eTrust Audit is installed.

   The Import/ Export Policy dialog appears:

   

2. Select Import policy template from binary file, and click Next.

   You are asked for the policy file name for your iRecorder.

3. Enter the path where the following file is located, which is a policy file made exclusively for eTrust SiteMinder:

   eTrust_SiteMinder.ptf

   The policy file is installed along with the iRecorder at this location:

   <Drive:>\Program Files\CA\SharedComponents\iTechnology\eTrust_SiteMinder.ptf.
   

   Note: If there is no specific ptf file (eTrust_SiteMinder) available, default policies already exist in the Policy Manager that you can use for eTrust SiteMinder. You can skip this procedure.

4. Click Next.

   A dialog appears that describes the chosen policy file.

5. Click Next again.

   A dialog appears and asks whether you want to create the policy in the default policies section.

6. Click Yes and click Next.

   A dialog appears that asks you for the name of the subpolicy for eTrust SiteMinder.

7. Enter eTrust_SiteMinder as the name of the inserted subpolicy, and click Finish.

   The default policy is loaded into the Policy Manager.